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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
376	Zurich Cantonal Bank Zurich, Switzerland	$27.6M	-$924K	5	0.14%	Reduced
377	Exencial Wealth Advisors Oklahoma City, Oklahoma	$27.6M	-$7.11M	3	1.38%	Reduced
378	GD Grandfield & Dodd New York	$27.6M	-$165K	1	1.87%	Reduced
379	Meag Munich Ergo Munich, Germany	$27.4M	-$13.8M	1	1.98%	Reduced
380	Voloridge Investment Management Jupiter, Florida	$27.4M	-$88.9M	4	0.16%	Reduced
381	OCAM Owl Creek Asset Management New York	$27.3M	+$27.7M	1	1.19%	New
382	Heritage Wealth Advisors Richmond, Virginia	$27.2M	+$2.22M	4	1.51%	Increased
383	NCM Narwhal Capital Management Marietta, Georgia	$26.8M	-$699K	3	3.14%	Reduced
384	MAM Melqart Asset Management London, United Kingdom	$26.7M	-$54.6M	1	1.78%	Reduced
385	MAM Meeder Asset Management Dublin, Ohio	$26.5M	+$24.8M	7	1.29%	Increased
386	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$26.4M	+$344K	3	1.58%	Increased
387	AWCI Alpine Woods Capital Investors Purchase, New York	$26.1M	+$1.59M	4	2.75%	Increased
388	Bartlett & Co Cincinnati, Ohio	$25.9M	-$72.8K	5	0.45%	Reduced
389	Bartlett & Co Wealth Management Cincinnati, Ohio	$25.9M	-$72.8K	5	0.45%	Reduced
390	CAM ClariVest Asset Management San Diego, California	$25.8M	+$275K	2	1.02%	Increased
391	Adams Diversified Equity Fund Baltimore, Maryland	$25.6M	$0	1	1.02%	Maintained
392	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$25.6M	-$1.87M	3	0.67%	Reduced
393	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$25.6M	-$36M	1	6%	Reduced
394	GIP Granite Investment Partners El Segundo, California	$25.4M	-$64.3M	2	0.86%	Reduced
395	TC TownSquare Capital Provo, Utah	$25.3M	+$4.34M	2	0.65%	Increased
396	ACM Alta Capital Management Salt Lake City, Utah	$25.3M	-$208K	1	1.48%	Reduced
397	First National Bank of Omaha Omaha, Nebraska	$25.3M	-$946K	1	1.29%	Reduced
398	Carnegie Investment Counsel Pepper Pike, Ohio	$25.3M	-$3.51M	2	0.92%	Reduced
399	Nippon Life Global Investors Americas New York	$25.3M	+$1.41M	1	1.35%	Increased
400	KAS Kemnay Advisory Services New York	$25.2M	+$1.15M	1	4.49%	Increased